Profit Loss for Multiple CTs

From UG

Contents 1 Info 2 SOW 0 3 SOW 1 4 SOW 2 5 SOW 3 Change logic for mutually exclusive time intervals 6 User Guide 6.1 Overview 6.2 Example 1 7 History 7.1 0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

Info

• User Guide UG:Profit Loss for Multiple CTs USER GUIDE
• parent mantis: 0002175: (Acc Report: P and L) ..........parent
• old wiki: Profit/Loss for Multiple CTs

SOW 0

old work

SOW 1

SOW 2

0003472: Add filter option to include or exclude cc & option to multi select cc for Search SI & Multiple P&L reports

• Original requirement is posted in a separate wiki article - see: Acc_Reports_Search_Inv#SOW_5
  • Ability to include/exclude specific CC required

Yet, additional requirement is also needed for this report as follows:

• Ability to multi-select charge codes
  • Currently reports only allow user to select 1 cc at a time, this can be very tedious when filtering according to multiple charge codes.

SOW 3 Change logic for mutually exclusive time intervals

mantis: 3807

spec: see below

User Guide

Overview

This CT2 component is a report that can be accessed through:

Main Menu > Acc > Reports

Report filters look like below:

Alternative settings - see below:

Example 1

History

0002157: (Reps) (CTs With No Inv) Add 2 report types: “CT with Unbilled Sales”, “CT with a Loss”

• wiki updated? N